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| Provider | Service type | Compensation |
|---|---|---|
BPAS6 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $60,995 |
BANCO POPULAR DE PUERTO RICO8 years Service code 19 · EIN 66-0561870 POPULAR FIDUCIARY SERVICES 725 PO B · SAN JUAN, PR 00936 | Securities Custodian | $17,990 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | 3.33% | 8.84%-5.5pp | 9.51%-6.2pp | 9.89%-6.6pp |
| Employer contribution / active EE | $59,581 | $10,586+462.8% | $23,377+154.9% | $14,313+316.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |